Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding American Funds* Smallcap World Fund in their Schedule of Assets, totaling $29.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN | WEST DES MOINES IA | 1,230 | $328.9M | $5.5M |
| 2 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $5.0M |
| 3 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN |
STRATHAM NH |
| 1,066 |
| $89.5M |
| $2.7M |
| 4 | SAYERS TECHNOLOGY HOLDINGS, INC. SAYERS 401(K) PLAN | VERNON HILLS IL | 154 | $24.6M | $1.1M |
| 5 | ANTON PAAR USA, INC. ANTON PAAR USA, INC. PROFIT SHARING PLAN | ASHLAND VA | 275 | $25.4M | $1.1M |
| 6 | ALDERMAN HOLDING CORPORATION ALDERMAN'S RETIREMENT PLAN | RUTLAND VT | 82 | $12.5M | $1.1M |
| 7 | HAYS FOOD TOWN, INC. HAYS FOOD TOWN, INC. 401(K) PLAN | BLYTHEVILLE AR | 298 | $7.2M | $967K |
| 8 | CULLIGAN SOFT WATER SERVICE COMPANY CULLIGAN SOFT WATER SERVICES SAVINGS PLAN | MINNETONKA MN | 554 | $67.7M | $960K |
| 9 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 461 | $50.1M | $911K |
| 10 | KING ARTHUR BAKING COMPANY, INC. KING ARTHUR 401(K) PLAN | WHITE RIVER JUNCTION VT | 362 | $34.5M | $851K |
